Neat - The Neat Experience!
Transactions in Neat
Items & Item Management in Neat
Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App
File Cabinet Reporting in Neat
Currencies & Amounts in Neat
Export Items from Neat
Items Stuck Processing in Neat
List Management in Neat
Searching in Neat
Logging into Neat
Email-In Feature in Neat
Updating your Log In Email Address
User Profile in Neat
Account Settings in Neat
Your document plan limit has been reached
Invoicing - Payments
Invoicing Basics in Neat
Error: The API version does not match the Worker version.
Folder Management in Neat
Accounting Reporting
Image Management & Printing in Neat
Neat Trial FAQ
Neat Plan FAQ
Invoicing - Online Payments
Onboarding Checklist
NeatFiles FAQ
Adjustments in Neat
My Categories
Starting Balances in Neat
Getting Started - Managing Finances in Neat
Suggested Transaction Matching in Neat
Demo Data in Neat
Monthly Review
Insights in Neat
Vendor Mapping
Assets and Liabilities in Neat
Files in Neat
Sharing Accounts in Neat
How to Pay your Invoice sent from Neat
Sign In with Google
Where Do My Scanned Items Go? - Needs Review Overview
Combine and Separate Items in Neat
Bulk Edit in Neat
Business Profile in Neat
Split Transactions in Neat
Import Items into Neat
Sharing Folders in Neat
Filtering in Neat
Mileage in Neat
Cash on Hand
Transaction Streaming Connection Errors
Emailing Items from Neat
Connecting Multiple Neat Accounts to QuickBooks Desktop in Neat
Sign-In Options
Manage Grid Columns in Neat
Collecting an Item ID in Neat
Multi-Account User Access
NeatMobile App
Neat Mobile App Overview
Mobile Subscriptions
File Cabinet in the Neat Mobile App
Invoicing in the Neat Mobile App
Mobile Monthly Review Experience
Capture Items with the Neat Mobile App
Forgot Password / Reset Password
Transactions in the Neat Mobile App
Biometric Sign-in
Change System Default Settings in the Neat Mobile App
Searching in the Neat Mobile App
Accessing the Neat Web App on a Mobile Device
Troubleshoot Google Sign-In Issues
Downloads
Neat Downloads
Neat Scan Utility
Neat Scanners and Mac OS Ventura
Print to Neat - Windows
Print to Neat - Mac
Neat Scan Utility FAQ
Install Neat Scan Utility for the Desktop
Neat and macOS 12 Monterey
Neat Scan Utility - Sending Multiple Items to Neat
Troubleshooting "Error uploading. Retrying in 60 seconds."
Neat Scan Utility - Combine or Separate Items After Scanning
Windows - Resolving Neat Driver Install not Proceeding
Neat Scan Utility - Error Checking Default Scan Path
Troubleshooting "Scanner Not Connected" Message
How to Scan to Neat via ScanSnap Home
Improving Image Quality on Neat Scanners
3rd Party Scanners
Raven Original and Pro Scanners
Scan with 3rd Party Scanners
Certified 3rd Party Scanners
Ambir Travel Scan Pro (PS600-2 & PS600-3)
Fujitsu Eko Scanner with Neat Home Office Software
ScanSnap iX100
ScanSnap iX500
Fujitsu ScanSnap S1300
Fujitsu ScanSnap S1100
Fujitsu fi-7160
Canon DR-C240
Kodak ScanMate i1150WN
Kodak ScanMate i940
Canon P-208II
Canon DR-M260
Canon DR-M160II
Canon DR-F120
Canon DR-C225
Ambir ImageScan Pro 820ix
Ambir ImageScan Pro 490i
Brother DS-920DW
Brother ADS-1500W
Panasonic KV-S1065C
Panasonic KV-S1046C
Panasonic KV-S1026C
Panasonic KV-S1015C
Canon P-215II
Manually Adding Neat to ScanSnap Manager
ScanSnap iX1500
Adjusting Scan Settings in ScanSnap Manager
How to Scan to PDF and Import to Neat Using ScanSnap Manager
How to Scan and Import to Neat via ScanSnap Home
TWAIN Support for Neat Scanners
Integrations
QuickBooks Desktop
Integrate QuickBooks Desktop
Connect Multiple Neat Accounts to One QuickBooks Desktop Token in Neat
Items Previously Exported to QuickBooks Display as 'Locked' Files
QuickBooks Categories & Neat
Unable to Send to QuickBooks Desktop
QuickBooks Online & QuickBooks Desktop
QuickBooks Online
Integrate QuickBooks Online
Campaign Monitor
Integrate Campaign Monitor
Constant Contact
Integrate Constant Contact
Google Contacts
Integrate Google Contacts
MailChimp
Integrate MailChimp
Outlook.com
Integrate Outlook.com
Customer Service
Manage your Subscription
What is this charge?
Contact Neat Support Team
Update Credit Card
Update your Account Information with the Self Service Portal
Billing Partner Portal
Confirm Payment
Manage your Account with the Neat Self Service Portal
View Your Neat Invoice in the Self Service Portal
Cancel Neat Cloud Subscription
Delete your Neat Account & Account Data
How to Open a Chat with a Support Agent
I Didn't Authorize this Charge - Terms & Conditions
Login Issues / Locked Account - Reset your Password
VISA Return Authorization Mandate
Neat Hardware Exit
Remote Support Connection Guide
Neat Ecosystem FAQs
Account Partially Set Up
Collecting Logs from Neat's Self Service Portal
Opting In or Out of Neat Emails
Remote Assistance
Is Neat Cloud Service HIPAA Compliant?
Meeting Electronic Document Requirements for the IRS
Make a Payment
Neat Smart Organization System
Export Selected Date Range in the Neat Smart Organization System
Export Selected Items in the Neat Smart Organization System
Export to Excel in the Neat Smart Organization System
Export to PDF in the Neat Smart Organization System
Export to CSV in the Neat Smart Organization System
Neat Smart Organization System - Export to H&R Block
Neat Smart Organization System - Export to Turbo Tax
End of Support for Neat Smart Organization System
Neat Smart Organization System - Scan with a Neat Scanner
Neat Smart Organization System - Sorting Items
Create a Local Backup in the Neat Smart Organization System
Neat Smart Organization System - Restore your Database from the Cloud
Neat Smart Organization System - Integrate QuickBooks Desktop
Neat Smart Organization System - Reanalyze Image
Neat Smart Organization System - Integrate Outlook.com
Neat Smart Organization System - Remove Neat as an Integrated Application from QuickBooks Desktop
Neat Smart Organization System - Integrate Campaign Monitor
Neat Smart Organization System - Send a Contact to Outlook Contacts
Neat Smart Organization System - Delete Any Page in a Scan Before Processing
Neat Smart Organization System - Send an Expense Report to QuickBooks Online
Neat Smart Organization System - Adding Multiple Quickbooks Desktop Connections
Import PDFs into the Neat Smart Organization System
Neat Smart Organization System - How to Manage QuickBooks Desktop Connections
Neat Smart Organization System - Disconnect from QuickBooks Desktop
Neat Smart Organization System - Adjust Image Preview Setting for Scanning
Neat Smart Organization System - Create a Tax Category Report
Neat Smart Organization System - Create a Sales Tax Report
Neat Smart Organization System - Create a Spending Detail Report
Neat Smart Organization System - Create A Spending Summary Report
Neat Smart Organization System - Change Folder Destination Before Processing
Neat Smart Organization System - Folder Location Dropdown Feature
Neat Smart Organization System - Scan Directly to the Neat Cloud
Neat Smart Organization System - Create a Multi-Conditional Search
Neat Smart Organization System - Create a New Item
Neat Smart Organization System - Create an Expense Report
Neat Smart Organization System - Crop an Image Before Processing
Neat Smart Organization System - Expand a Folder
Neat Smart Organization System - Scan When Offline
Neat Smart Organization System - Rotate an Image
Neat Smart Organization System - Set Item Classification for Imports
Neat Smart Organization System - Set Item Type for Scanning
Neat Smart Organization System - Set Scan Color Mode
Neat Smart Organization System - Use Filters to Find Items in your Database
Neat Smart Organization System - NeatImageCaptureWrapper has stopped working
Neat Smart Organization System - Change Item Type
Neat Smart Organization System - Rescan an Image Before Processing
Neat Smart Organization System - Add Additional Pages to a Scan Before Processing
Neat Smart Organization System and Windows Touch Screen
Neat Smart Organization System - Emailing Items
Neat Smart Organization System - Define Location of Offline Storage
Neat Smart Organization System - Print an Image
Neat Smart Organization System - Re-Order Pages Before Processing
Neat Smart Organization System - Save an Expense Report as CSV File
Neat Smart Organization System - Select Multiple Items to Import
Neat Smart Organization System - Scan & Select from Multiple Connected Scanners
Neat Smart Organization System - Set Single or Double-Sided Scan Mode
Neat Smart Organization System - Software Keyboard Shortcuts
Neat Smart Organization System - Adjusting Auto-Crop Sensitivity Values
Add/Remove Grid Columns in Neat Smart Organization System
Import Images into the Neat Smart Organization System
Neat Smart Organization System - Items Stuck in Processing
Unable to Process Error in Neat Smart Organization System
Zoom In or Out of an Image in the Neat Smart Organization System
Neat Smart Organization System - Scan Directly to your Computer Hard Drive
Neat Smart Organization System - Set Separate or Combined Scanning Mode Before Processing
Create Folders and Sub-Folders in the Neat Smart Organization System
Move an Item Using the Neat Smart Organization System
Drag and Drop Files into the Neat Smart Organization System
Delete an Item using the Neat Smart Organization System
Delete a Folder using the Neat Smart Organization System
Configure Date Format in the Neat Smart Organization System
Access Multiple Neat Accounts in the Neat Smart Organization System
Rename a Folder using the Neat Smart Organization System
Neat Smart Organization System - Save an Expense Report as PDF
Scan Settings in the Neat Smart Organization System
Neat Smart Organization System - Access Local PDFs of all Neat Cloud Images Offline
Neat Smart Organization System - View Items Offline
Neat Smart Organization System - System Account Settings
Neat Smart Organization System - Delete a Vendor
Neat Smart Organization System - Revoking Shared Folders
Neat Smart Organization System - Import Quicken Accounts
Neat Smart Organization System - Select Tax Category for Export to Turbo Tax
Neat Smart Organization System - Select Date Range for Export to Turbo Tax
Neat Smart Organization System - Map Data to QuickBooks Desktop
Neat Smart Organization System - Send a Contact to MailChimp
Neat Smart Organization System - Send a Contact to Constant Contact
Neat Smart Organization System - Send a Contact to Google Contacts
Neat Smart Organization System - Adding Account Numbers to Invoices
Neat Smart Organization System - Send a Contact to Campaign Monitor
Neat Smart Organization System - Move a Folder
Neat Smart Organization System - Search for Items Across All Data
Neat Smart Organization System - Set Currency
Neat Smart Organization System - QuickBooks Online Export 'Unable to Send' Error
Neat Smart Organization System - Integrate Google Contacts
Neat Smart Organization System - Export to Quicken
Neat Smart Organization System - Integrate MailChimp
Neat Smart Organization System - Integrate Constant Contact
Neat Smart Organization System - Mapping Data QuickBooks Online
Neat Smart Organization System - Modify Item Images Overview
Neat Smart Organization System - Connect Neat & QuickBooks Online
Neat Smart Organization System - Send an Invoice QuickBooks Online
Neat Smart Organization System - Export Receipts to QuickBooks Online
Neat Smart Organization System - Export Receipts to QuickBooks Desktop
Neat Smart Organization System - Share Folders
Missing images in Neat Smart Organization System and Windows 10
Neat Smart Organization System - Map Data to QuickBooks Online
Retired Products
NeatConnect
NeatConnect: Overview
NeatConnect: Incorrect Username/Password Message when adding Gmail Account
NeatConnect: Adding Scan Destinations
NeatConnect: Add DropBox Account
NeatConnect: Calibration
NeatConnect: Scanning Help
NeatConnect: Factory Reset
NeatConnect: Update Firmware
NeatConnect: Paper Feed Issues
NeatConnect: Scan Directly to Neat Cloud
NeatConnect: About the Outbox
NeatConnect: Sending Scans from the Outbox
NeatConnect: Scanning Issues
NeatConnect: Settings Menu
NeatConnect: Editing Scans on Scanner
NeatConnect: Items Could Not Be Uploaded
NeatConnect: Touchscreen & Display Issues
NeatConnect: Using Local Access Mode
NeatConnect: Setting Up WiFi Connection
NeatConnect: Hardware Specifications
NeatConnect: Wireless Connection Troubleshooting
NeatDesk
NeatDesk: Overview
NeatDesk: Calibration
NeatDesk: Getting Started
NeatDesk: Cleaning Your Scanner
NeatDesk: Paper Feed Issues
NeatReceipt
NeatReceipts: Clean Your Scanner
NeatReceipts: Overview
NeatReceipts: Getting Started
HP Officejet 8040
HP Officejet 8040 Retirement
HP Officejet 8040: File your Neat Cabinet
HP Officejet 8040: Getting Started
HP Officejet 8040 Users: Set your Neat Password & Login
HP Officejet 8040: Activation
All Scanners: Drivers & Troubleshooting
Neat Scanners: Overview
Windows: Reinstalling Scanner Drivers with MS Fixit
Mac OS 10.14 Mojave: Neat Scanner Driver
Neat Scanner Support
Neat Scanners: Troubleshoot Calibration Issues
Mac: Testing Image Quality in Image Capture
Mac High Sierra: Scanner is in Use by Other Application
Mac: Reinstalling Scanner Drivers in Neat
Using Your Neat Scanner Without the Neat Software
Windows: Reinstalling Scanner Drivers
Scanners FAQ
Mac OS 10.15 Catalina
Migration Assistance Articles
Neat Smart Organization System - Recreate Folder Structure for Migration
Legacy for Windows - BackUp Guide
Backup Guide - Migration Tool (Mac)
What is my Neat Cloud Username? - Migration Tool (Windows)
Before you Sync (Windows)
Windows Legacy: Obtaining Error Log
Windows: Export to PDF Guide
Mac: Export to PDF Guide
Windows: Error 137
Migrate from Legacy to the New Neat Experience
Mac: Recover Neat Legacy Data in Catalina
Scanner Accessories
Red 'Error' Message in Neat Legacy Software
Legacy Live Support
How to Clear your DNS Cache
Neat Sync Login Message
End of Support for Legacy Desktop Software
Retired Desktop Software Options
Miscellaneous Technical How-Tos
Mac - USB-C Connection
Windows - How to Create a Screenshot
Windows - Set File Permissions
Windows - Show Hidden Folders
Mac - How to Create a Screenshot
Misc.
Known Issues - Neat Status Page
All Categories > Customer Service
25 articles
Learn how to manage your subscription via the Neat Self Service Portal, the Neat mobile app, or via our support team. Access Self Service Portal. Open your Neat software or login into the Neat Cloud…
Contact Support Team
Update credit card
Confirm payment
You can have your user information and data stored in Neat permanently deleted by following the steps below. At the moment, you can only complete these steps via the Neat Mobile application. How to p…
Reset your password and login issues
Visa has recently instituted a global change in how refunds are required to be processed. While the intent of this is to improve visibility and the customer experience, there are situations where the…
If you are experiencing an issue via the Self Service Portal, we will need the below information to resolve this problem. Along with gathering the below info, please also provide screenshots and spec…
Make a payment
